ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,828,000 | -0.8% | 202,797 | +3.3% | 4.08% | -0.7% |
| Q4 2021 | $9,904,000 | +6.0% | 196,395 | +7.3% | 4.11% | -3.7% |
| Q3 2021 | $9,345,000 | +4.9% | 182,977 | +5.3% | 4.27% | +2.1% |
| Q2 2021 | $8,908,000 | -14.9% | 173,695 | -14.9% | 4.18% | -21.4% |
| Q1 2021 | $10,473,000 | +34.8% | 204,210 | +35.7% | 5.32% | +25.7% |
| Q4 2020 | $7,769,000 | – | 150,450 | – | 4.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |